If you attempt to use the Correspondence feature of AdvisorEngine CRM and see “Email (Not Setup)” or see a “Calendar Error”, this is due to a misconfiguration with your Email Setup credentials.

If you have never set up your email within AE CRM, please see the help topics on Email and Calendar Setup to configure these services.

If the feature(s) worked previously, the error usually occurs when your email password has changed but not updated in your User Preferences. (This will not affect users of the Microsoft 365 or Google integrations.)

Updating Your Email Credentials

1. Navigate to User Profile > User Preferences.
2. Click Edit to begin making changes.
3. Click Setup on the Email Configuration > Email Login line.
4. Clear out the Password box and enter your current email password.
5. Click Ok.
6. Click Save in the upper right to commit the change.

If the credentials are set properly, you will receive a successful test email from yourself and if you previously had the Calendar set up, the Calendar link should now appear properly in the site navigation.

If you are certain that your credentials are valid and the error is not resolved, check that your email Provider in Firm Preferences is correct. You may need to check with your firm administrator and/or IT to verify this. If you continue to receive errors, contact AdvisorEngine Support.